Play Tutorial

 

 

 

Creating a Billing Report

Category: Reporting
Duration:   06:29
ID:   3RL7
Version   D, M (ver. 1.5)

Description

Prerequisites:
   Introduction to Reporting (ID: E7FC)
   Creating a Basic Report Showing the Next Appointment (ID: IA89)
   Adding a Billing Item and Payment to the Patient File (ID: SY9U)
   Data Markers, Part 1 (ID: 465A)


This tutorial introduces the Billing tab on the patient document, and demonstrates how to pull billing information into reports. Two data markers are reviewed, selected treatment bill (which is a data marker that requires user input) and latest treatment bill (which requires no input). How to easily change the selected treatment by changing the user input is examined, as well as copying the report to create two different types of billing reports.